SharePoint 2010 for Site Members & Site Owners

Summary

This 4-day classis the most comprehensive SharePoint Business User course on the market coveringSite Members and Site Owners. Thistraining presents students with a ground-up understandingof how to use, operate and build sites in a Microsoft SharePoint Server 2010 environment.

Audience

This course is intended for business users both new to SharePoint as well as those new to SharePoint 2010. Students should have an understanding of the Windows Operating systems, Internet Explorer, and the Microsoft Office suite of products.

Module 1 - Introduction to SharePoint and Overview of New Elements

SharePoint 2010 brings forward many of the tools that we know and love from SharePoint 2007, along with many new attributes. This module discusses new elements to help users migrating to SharePoint 2010 quickly get up to speed with new terminology, and make the best use of the newest tools including:

  • Introduction to SharePoint 2010
  • Overview of SharePoint 2010 Components
  • Introduction to Types of SharePoint 2010 Sites
  • SharePoint 2010 Hierarchy
  • Ribbons versus Menus (the new user interface)

Module 2 - Find Content

SharePoint 2010 provides the ability to store vast amounts of content in a variety of locations. This module covers a set of tools which help users efficiently locate the information they need.

  • Navigation
  • Search
  • Search Index
  • Advanced Search
  • People Search
  • Refinements

Module 3 - List Basics

Lists serve as the structure for calendars, discussion boards, contacts, and tasks in SharePoint 2010. This module explains the concept of lists, and then reviews popular out-of-the-box options. The operative differences of each option are highlighted through Instructor-led demonstrations. Students learn effective ways to use and contribute to lists. Demonstrations of filters and views highlight usability and efficiency. The following topics are also covered:

  • Overview of Default Lists and List Templates
  • Add, Modify, and Delete Content in SharePoint 2010 Lists
  • Sort and Filter Content
  • Other Options in a List
  • Use Default and Custom Views
  • Connect a List to Microsoft Outlook

Module 4 - Library Basics

A document library is a location on a site where you can create, collect, update, and share files with other people. This module explains the benefits of using a library and teaches the student how best to work with documents in a library. The following topics are covered:

  • Introduction to Document Libraries
  • Upload, Create and Delete Documents
  • Folders and Document Sets
  • Documents in a Library
  • Document Properties
  • Document Management Options
  • Document Workflows

Module 5 - Permissions and Security

Security is an important element of any site collection. This module includes Instructor-led demonstrations of default groups. Thorough coverage of the use, creation, and application of custom permission levels provide students with comprehensive knowledge about the creation and management of sites. This module also focuses on security management best practices. The following lessons are covered:

  • Introduction to Security in SharePoint 2010
  • Permissions, Permission Levels and SharePoint 2010 Groups
  • Manage User Access to SharePoint 2010 Site
  • Manage SharePoint 2010 Groups and Users
  • Breaking Permissions Inheritance
  • SharePoint 2010 Security Best Practices

Module 6 - Site Creation and Deletion

Fundamentally, site collections are composed of sites and different types of pages. In this module students create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:

  • Introduction to Site Topology.
  • When and Where to Create a Site.
  • How to Create a New Site Using Different Site Templates.
  • Delete a Site.

Module 7 - Collaborative Sites

In this module students learn how to use and create workspaces. Explanation and differentiation of wikis and blogs help students understand the format and function of each type of workspace. Instructor-led demonstrations provide additional information on how to use these communication tools effectively. The following topics are also covered:

  • Introduction to Collaborative Site Templates.
  • Document Workspaces.
  • Meeting Workspaces.
  • Blog Sites.
  • Group Work Sites.

Module 8 - Create and Manage Lists and Libraries

Maintenance and creation of lists and libraries are one of the site owner’s primary responsibilities. Well-constructed lists and libraries save users time and frustration, which translates to an effective gain for organizations. This module covers elements such as views, columns, and managed metadata, which are fundamental to this construction. Versioning and other library settings that can serve to enhance a list or library are also covered in this module. The following lessons are covered:

  • Create lists & libraries.
  • Manage List & Library Settings.
  • Send Email to a List or Library.
  • Create and Manage Columns.
  • Site Columns.
  • Create and Manage Views.
  • Managed Metadata.
  • Configure Additional List and Library Settings.

Module 9 - Microsoft Office Integration Overview

To take full advantage of many features that SharePoint 2010 has to offer, we need to understand SharePoint's relationship with other Microsoft Office 2010 applications. This module provides an essential overview of the Microsoft products that are used most commonly in conjunction with SharePoint 2010. At an overview level, this module also discusses the advantages of each program when combined with SharePoint 2010 including:

  • SharePoint Workspace 2010.
  • InfoPath 2010.
  • SharePoint Designer 2010.
  • Excel 2010.
  • Access 2010.
  • Outlook 2010.
  • PowerPoint 2010.

Module 10 - Create and Manage Workflows

Workflows are a powerful efficiency tool that can be used to organize and track process driven tasks. In this module, application and customization of these workflows is demonstrated using real-world examples. This module also investigates how Visio and SharePoint Designer 2010 can be used to enhance the experience. Students have the opportunity to build workflows and track workflow tasks. The following lessons are covered:

  • Introduction to Workflows.
  • Workflow Scenarios.
  • Create Workflows.
  • Configure Workflow Settings.
  • Deploy Workflows.
  • Extend Workflows with SharePoint Designer 2010.
  • Create Workflows from Visio 2010.

Module 11 - Site Customization

Fundamentally, site collections are composed of sites, basic pages, and Web Part pages. In this module students create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:

  • Add Pages to SharePoint 2010 Sites.
  • Add and Modify Web Parts.
  • Look and Feel Settings.
  • Modify Navigational Components.
  • Create Site Templates.

Module 12 - Create and Manage Content Types

Configuration of content types allows site collection administrators and site owners to group attributes such as metadata, workflows, and document templates into functional components. These content types can be managed in a dedicated site collection so they can be shared across the entire SharePoint 2010 farm. This functionality allows for an enhanced user experience and reduced administrative overhead. The following lessons are also covered:

  • Introduction to Content Types.
  • Create and Manage Site Content Types.
  • Content Type Settings.
  • Document Sets.
  • The Content Type Hub.
  • Deploy Content Types.

Module 13 - Advanced Features

  • Document IDs.
  • Document Sets.
  • Content Organizer.

Module 14 - Site Administration

This module provides insights into the site tools available through Site Administration. User alerts, features, regional setting options, and usage reporting are among the topics covered in this module. Coverage of these tools includes an emphasis on function and the appropriate use. The following lessons are covered:

  • Introduction to Site Administration and Settings.
  • Manage Regional Settings.
  • Manage Site Libraries and Lists.
  • Manage User Alerts.
  • Manage RSS Usage.
  • Search and Offline Availability.
  • Manage Sites and Workspaces.
  • Workflows.
  • Workflow Settings.
  • Related Links Scope Settings.
  • Term Store Management.
  • Manage Site Features.
  • Save Site as Template.
  • Reset to Site Definition.
  • Delete a Site.
  • Site Web Analytics Reports.

Module 15 - Business Networking in SharePoint 2010

This module takes the student through the business networking attributes that are improved greatly in SharePoint 2010, including My Sites, Tags, Notes, and Ratings. By the end of the module, students will understand how to use these functions and see the benefits they will bring to their organization. The following lessons are covered:

  • Manage My Site.
  • My Newsfeed
  • Tags, Notes and Ratings.
  • Find People.
  • View My Sites.